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IDV icon

Hatton Consulting’s iShares International Select Dividend ETF IDV Stock Holding History

Hatton Consulting’s Portfolio IDV Stock Details IDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$1.12M Buy
36,959
+6,127
+20% +$197K 0.84% 17
2021
Q2 		$999K Buy
30,832
+2,944
+11% +$97K 0.78% 17
2021
Q1 		$878K Buy
+27,888
New +$866K 0.81% 16

Other funds holding IDV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Hatton Consulting's IDV Position: Q3 2021 in Review

Hatton Consulting increased its iShares International Select Dividend ETF (IDV) stake by 20% in Q3 2021, buying an estimated $197K and bringing the position to 36,959 shares worth $1.12M. The position accounts for 0.84% of the portfolio, ranked #17.

Hatton Consulting first reported a position in IDV in Q1 2021 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold IDV as of Q3 2021.

  • Hatton Consulting held 36,959 shares of iShares International Select Dividend ETF worth $1.12M as of Q3 2021.
  • Hatton Consulting bought 6,127 iShares International Select Dividend ETF shares in Q3 2021, an estimated $197K.
  • iShares International Select Dividend ETF made up 0.84% of Hatton Consulting's portfolio in Q3 2021, its #17 holding.
  • Hatton Consulting first reported a position in iShares International Select Dividend ETF in Q1 2021 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held iShares International Select Dividend ETF as of Q3 2021.

Based on Hatton Consulting's 13F filing for Q3 2021, filed 14 Oct 2021.